ChartMogul classifies the following customers as leads:

• Customers on a free trial
• Customers with no paid subscriptions
• Customers with a free subscription (or a 100% discount)
• Customers who have only made non-recurring payments 

Customers do not require a Lead created at date to be classified as a lead.

There are four lead statuses: New Lead, Working Lead, Qualified Lead, and Unqualified Lead.

Here’s what we cover in this article:

• Importing leads and free trial customers from an integration
• Importing leads and free trial customers without using an integration
• Metrics and segmentation

Before you begin

• Familiarize yourself with the sections of a customer record
• Review our guide for tracking leads and trials

Importing leads and free trial customers from an integration

If your business tracks leads in a system for which ChartMogul has an integration, ChartMogul may import:

• Leads and create a customer record
• The Lead created at date field
• The Free trial started at date field

Review your integration guide to learn more.

Importing leads and free trial customers without using an integration

Import leads or add lead and free trial dates using one of the following methods:

• ChartMogul API
• ChartMogul bulk editing
• ChartMogul customer record
• ChartMogul’s data tables
• Flexible CSV import
• Google Sheets
• Structured CSV import
• Zapier

Metrics and segmentation

Customers with a lead status in ChartMogul don’t contribute to Active subscriber numbers, Recurring Revenue charts, or Subscribers charts.

Customers with a Lead created at date contribute to the Leads and Average Sales Cycle Length charts.

Customers with a Free trial started at date contribute to the Free Trials and Trial-to-Paid Conversion Rate charts.

Customers on a free trial or a free plan cannot be segmented by plan. Plan filters can only be used when customers have more than $0 in subscription payments.